Licensed In

Ontario

Nova Scotia

Quebec

Expertise That's One To One

The Spira Geissler Group works with Canadian families and businesses to help them achieve their personal and corporate financial goals. We promote a conservative long-term approach to investing using personalized financial plans that address your retirement and estate planning needs as well as your tax minimization concerns.

Our plans are based on our understanding of your portfolio objectives including: time horizon, desired return, risk tolerance, tax situation and income requirements. By understanding your unique situation, we are able to provide you with an investment approach that suits your financial goals and investment style.

Good communication and quality service are essential to the success of your investment plan. You can be assured of our ongoing commitment to you and your financial well-being. We will be available to answer your questions, provide you with written reviews of the performance of your portfolio and meet on a regular basis to discuss the progress of your plan.

Orna Spira, MBA, FMA, FCSI has been an Investment Advisor for over 15 years. As your Investment Advisor, her role is to formulate and implement strategies with the most suitable recommendations for your individual needs. Through CIBC Wood Gundy she has access to the full range of insurance, financial and investment specialists. This provides the opportunity to partner with experts and ensure that you are provided with the highest level of service and advice at every stage of the investment process.

Cheryl Geissler, CFP has been providing her clients with innovative wealth management solutions for 10 years. As an Investment Advisor, she provides a full suite of services to her clients, including investment, wealth and tax planning. Cheryl is passionate about helping and educating her clients. She is dedicated to providing exceptional client experiences and innovative financial strategies to help them reach their goals. This and full transparency are the foundations of her approach.